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Newsletters & Publications

Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.

Feel free to download the articles below* and sign up here to receive updates.



Client Newsletters

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Client Focused Newsletter

  • Protecting Your Significant Other's Future
  • Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
  • Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
  • Preparing Your Beneficiaries to Receive Their Inheritance
  • Correction to June 2020 Newsletter
  • Retirement Account Basics for 2020
  • Estate Planning as a Powerful Exercise in Optimism
  • Financial Literacy Month: Are All of Your Financial Ducks in a Row?
  • Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future
  • No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
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Wealth Advisor Newsletter Archive

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